Belpointe Asset Management »

Profesionally Managed Portfo shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Profesionally Managed Portfo shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Profesionally Managed Portfo by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $774k 55k 14.11

More positions owned by Belpointe Asset Management

Spdr S&p 500 Etf Etf (SPY)
Invesco QQQ Trust Etf (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Collaborative Investmnt Ser Etf (PLGI)
Anydrus Advantage Etf Etf (NDOW)
Schwab U.S. Large-Cap Growth ETF Etf (SCHG)
Nelson Select Etf (NELS)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Rareview Total Return Bond Etf Etf (RTRE)
Schwab Strategic Tr Etf (SCHX)
Vanguard S&P 500 ETF Etf (VOO)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Ishares Tr Etf (IVV)

View all positions for Belpointe Asset Management

Top funds holding Profesionally Managed Portfo

Belpointe Asset Management
Stifel Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
NWF Advisory Services
Resources Investment Advisors
Investment House
Glass Jacobson Investment Advisors
Harbor Investment Advisory

View all funds holding Profesionally Managed Portfo